Wall Capital Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Wall Capital Group, Inc.

$88.2 Million
Q4 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 20, 2020	SELL	$56.07 - $56.92 $5.13 Million - $5.21 Million	-91,508 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$54.35 - $56.24 $50,219 - $51,965	924 Added 1.02%	91,508 $5.15 Million
Q1 2020 Apr 09, 2020	BUY	$50.33 - $56.09 $356,336 - $397,117	7,080 Added 8.48%	90,584 $4.92 Million
Q4 2019 Jan 23, 2020	SELL	$53.21 - $54.14 $3.37 Million - $3.42 Million	-63,254 Reduced 43.1%	83,504 $4.46 Million
Q3 2019 Oct 24, 2019	BUY	$53.15 - $53.86 $3.7 Million - $3.75 Million	69,575 Added 90.14%	146,758 $7.9 Million
Q2 2019 Jul 25, 2019	BUY	N/A	77,183 New	77,183 $4.09 Million
Q1 2018 Apr 19, 2018	SELL	N/A	-537 Closed	0 $0
Q4 2017 Jan 18, 2018	SELL	N/A	-2 Reduced 0.37%	537 $28,000
Q3 2017 Oct 12, 2017	BUY	N/A	539	539 $28,000

Others Institutions Holding SCHZ

# of Institutions

625

Shares Held

107M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$1.58 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$264 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$159 Million
5.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$126 Million
0.03% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.59M
Shares

$121 Million
16.7% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wall Capital Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wall Capital Group, Inc. with notifications on news.